Dodge Wealth Management offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. DWM creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. DWM also offers financial planning services free of charge to ongoing portfolio management clients.
Assets Under Management$89M
Clients107
Advisors1
Avg. per Client$830K
Avg. per Advisor$89M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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